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Level 2
October 15, 2020

forms and calculation not in Lacerte

  • October 15, 2020
  • 1 reply
  • 9 views

Hi:

I would like to know why Forms 8992, 3520, and 8858 are not available in the individual modules (though 8858 is available for partnerships). I would also like to know why the actual calculations are not done for form 8621 for PFIC's. Rather they must be inserted. Each of these forms and/or calculation sets are available in tax software that charges what Lacerte charges.

Thanks in advance for the answers to these qustions.

Susan Lee

    This topic has been closed for replies.

    1 reply

    Level 3
    October 15, 2020

    Form 8992 is currently included in the Lacerte 1040 module. We will forward the other form/calculation  requests on to our tax developers. Thank you for your feedback.

    Level 2
    September 24, 2022

    And 2 years later, they are still not available.  Are there any expectations of these forms being added?

    sjrcpa
    Level 15
    September 24, 2022

    I would say No.

    The more I know the more I don’t know.